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Strategic Planning Group’s CrowdStrike CRWD Stock Holding History

Strategic Planning Group’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-69,152
Closed -$8.1M – 77
2025
Q4 		$8.1M Buy
69,152
+3,552
+5% +$452K 1.04% 36
2025
Q3 		$8.04M Buy
65,600
+14,648
+29% +$1.67M 1.09% 32
2025
Q2 		$6.49M Buy
50,952
+1,452
+3% +$157K 1.05% 29
2025
Q1 		$4.36M Sell
49,500
-388
-0.8% -$37K 0.85% 43
2024
Q4 		$4.27M Buy
49,888
+1,656
+3% +$138K 0.78% 38
2024
Q3 		$3.38M Buy
48,232
+4,520
+10% +$321K 0.67% 56
2024
Q2 		$4.19M Buy
43,712
+2,088
+5% +$174K 0.92% 30
2024
Q1 		$3.34M Buy
41,624
+3,412
+9% +$261K 0.83% 28
2023
Q4 		$2.44M Buy
+38,212
New +$2M 0.81% 32

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Planning Group's CRWD Position: Q1 2026 in Review

Strategic Planning Group sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 69,152 shares — an estimated $8.1M sold.

Strategic Planning Group first reported a position in CRWD in Q4 2023 and held it in 9 quarters. The position peaked at $8.1M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Strategic Planning Group reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 69,152 CrowdStrike shares in Q1 2026, an estimated $8.1M.
  • Strategic Planning Group first reported a position in CrowdStrike in Q4 2023 and held it in 9 quarters.
  • Strategic Planning Group's CrowdStrike position peaked at $8.1M in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.